
about us
our vision
We aim to lead our industry in excellence, innovation, and growth. Through unwavering dedication to quality and service, we will earn our clients' trust. By pushing boundaries and driving progress, we will shape the future of employee benefits.
Meet The Team

Michael Fox
President & COO

Josh Hyman
CEO & Health Rosetta Certified Advisor

John Bradley
CEO Emeritus & Health Rosetta Certified Advisor

Jim Taylor
Co-Founder Emeritus

Dr. Nathan Craig
Vice President

Charles Worley
Producer

John Carreiro
Producer

David Dodd
Producer

Lucas Gartenmayer
Producer

Tracy Morrison
Account Manager

Susan McSweeney
Account Manager

Ann Young
Account Manager

Trey Elder
Producer

Zach Bridgeman
Producer

Christina Retzer
Executive Assistant

Marie Redderson
Assistant Account Manager

Sophia Kasprzycki
Assistant Account Manager & Claims Advocate
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Payton Vaughn
Client Services